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XCOR icon

AlTi Global’s FundX ETF XCOR Stock Holding History

AlTi Global’s Portfolio XCOR Stock Details XCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$560K Buy
7,303
+31
+0.4% +$2.48K 0.01% 302
2025
Q4 		$587K Hold
7,272
– – 0.01% 293
2025
Q3 		$569K Hold
7,272
– – 0.01% 302
2025
Q2 		$532K Hold
7,272
– – 0.01% 297
2025
Q1 		$476K Hold
7,272
– – 0.01% 281
2024
Q4 		$521K Hold
7,272
– – 0.01% 275
2024
Q3 		$494K Hold
7,272
– – 0.01% 272
2024
Q2 		$482K Hold
7,272
– – 0.01% 262
2024
Q1 		$447K Buy
+7,272
New +$427K 0.01% 266

Other funds holding XCOR

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AlTi Global's XCOR Position: Q1 2026 in Review

AlTi Global increased its FundX ETF (XCOR) stake by 0.43% in Q1 2026, buying an estimated $2.48K and bringing the position to 7,303 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #302.

AlTi Global first reported a position in XCOR in Q1 2024 and has held it in 9 quarters since. The position peaked at $587K in Q4 2025. 13 funds tracked by Wall St. Rank hold XCOR as of Q1 2026.

  • AlTi Global held 7,303 shares of FundX ETF worth $560K as of Q1 2026.
  • AlTi Global bought 31 FundX ETF shares in Q1 2026, an estimated $2.48K.
  • FundX ETF made up 0.01% of AlTi Global's portfolio in Q1 2026, its #302 holding.
  • AlTi Global first reported a position in FundX ETF in Q1 2024 and has held it in 9 quarters since.
  • AlTi Global's FundX ETF position peaked at $587K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held FundX ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.